Oportun Financial Corp

SAN CARLOS, CA How do I update this listing?

Oportun Financial Corp is based out of San Carlos. Oportun Financial Corp is a mission-driven provider of inclusive financial services, powered by a deep, data-driven understanding of its customers and advanced technology. Oportun serves low to moderate income customers shut out of the financial mainstream due to limited or no credit history. They serve customers via an omni-channel model in English and Spanish. The firm last filed a Form D notice of exempt offering of securities on 2015-02-20. The notice included securities offered of Equity

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Contact Info

oportun financial corp
2 CIRCLE STAR WAY
SAN CARLOS CA    94070

Business Phone: (650) 810-8823
SEC SIC CODE:
6199-FINANCE SERVICES

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2015-02-20 D OTHER BANKING AND FINANCIAL SERVICES Equity 91,113,600 90,249,999 863,601
2013-09-10 D OTHER BANKING AND FINANCIAL SERVICES Option, Warrant or Other Right to Acquire Another Security,Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security 90,000 90,000 0
2013-09-10 D OTHER BANKING AND FINANCIAL SERVICES Equity 57,166,220 46,776,092 10,390,128
2013-07-16 D OTHER BANKING AND FINANCIAL SERVICES Option, Warrant or Other Right to Acquire Another Security,Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security 100,000 100,000 0
2013-02-11 D OTHER BANKING AND FINANCIAL SERVICES Option, Warrant or Other Right to Acquire Another Security,Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security 76,819 0 76,819
2012-07-03 D OTHER BANKING AND FINANCIAL SERVICES Equity 36,000,000 20,786,897 15,213,103
2012-07-03 D OTHER BANKING AND FINANCIAL SERVICES Option, Warrant or Other Right to Acquire Another Security,Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security 5,578,527 0 5,578,527
2012-05-21 D OTHER BANKING AND FINANCIAL SERVICES Option, Warrant or Other Right to Acquire Another Security,Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security 3,000,000 0 3,000,000
2012-01-09 D OTHER BANKING AND FINANCIAL SERVICES Equity 40,000,000 18,399,995 21,600,005
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
AIDA ALVAREZ subscription required
    DIRECTOR
CARL PASCARELLA subscription required
    DIRECTOR
CHRIS LARSEN subscription required
    DIRECTOR
DAVID STROHM subscription required
    DIRECTOR
DAVID TOMLINSON subscription required
    EXECUTIVE OFFICER DIRECTOR
DEAN FLOREZ subscription required
    DIRECTOR
JAMES GUTIERREZ subscription required
    EXECUTIVE OFFICER DIRECTOR
JONATHAN COBLENTZ subscription required
    EXECUTIVE OFFICER
JULES MALTZ subscription required
    DIRECTOR
LOUIS MIRAMONTES subscription required
    DIRECTOR
RAUL VASQUEZ subscription required
    EXECUTIVE OFFICER DIRECTOR
RAUL VAZQUEZ subscription required
    EXECUTIVE OFFICER DIRECTOR
SAAR GUR subscription required
    DIRECTOR
SCOTT HARVEY subscription required
    EXECUTIVE OFFICER
THOMAS PATTERSON subscription required
    DIRECTOR

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